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Relationship Manager Customer Engagement (RMCE)-BRANCH BANKING-RO-CE

Relationship Manager Customer Engagement (RMCE)-BRANCH BANKING-RO-CE

Kotak Life Insurance

1 - 6 years

2 - 5 Lacs

Thane

Posted:3 days ago| Platform:

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Skills Required

sales customer acquisition relationship management finance branch banking casa customer service business development branch banking operations investment products branch management transaction banking retail liabilities selling acquisition

Work Mode

Work from Office

Job Type

Full Time

Job Description

(DESIGNATION)
Transaction Banking Group ROCE ( Relationship Officer – Customer Engagement) Location Hyderabad Reporting Relationships RCEM ( Regional Customer Engagement Manager ) Position Grade M3 `

Customer Engagement (meeting, Video call, Tele call) and Relationship Management on the mapped C Cat book of the branch. ( C category book of 2-3 brancheswith approx. 1000 to 1500 customers will be mapped )

Cross sell of Asset ( HL, LAP, CL,PL, GL, WC, CV ) Liability ( CA, SA TD) and Third Party & Investment Products ( LI GI Trinity & MF) on the mapped book

Deepening of CA SA and TD mapped relationships.

Meeting and conversion on leads from VRM and CEC.

Working closely with respective teams on LI, GI, KSEC, IC and Asset team for timely conversion of the business.

Ensuring customer stickiness and category upgrade.

Acquisition, X-sell of business & Service activations to existing customers

Explain all the Facilities of the Bank in Form of Demonstration both online / offline

Enroll the customer for the services which would be useful for him

Handle customer service requirements like account opening, Trinity account opening, liability product selling, liability on product features, Cheque book insurance.

Speed and efficiency of service given

Sales targets for banks and investment products.

Customer acquisition from Family Household & referrals.

Have higher NPs scores

Job ::
Job Role

Graduate/Post Graduate in any stream with at least 1 year experience in banking/finance

Must be energetic, confident and go-getter

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Kotak Life Insurance

Insurance

Jaipur

4000+ Employees

3199 Jobs

Key People

Mahesh Balasubramanian

Managing Director & CEO
Kavitha Kamath

Executive Vice President

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Relationship Manager Customer Engagement (RMCE)-BRANCH BANKING-RO-CE